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1,326 hedge funds and large institutions have $118B invested in Visa in 2015 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 506 increasing their positions, 512 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 59

4% more funds holding

Funds holding: 1,2731,326 (+53)

1% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 512

2% less capital invested

Capital invested by funds: $119B → $118B (-$1.81B)

5% less funds holding in top 10

Funds holding in top 10: 174165 (-9)

38% less call options, than puts

Call options by funds: $678M | Put options by funds: $1.1B

278.94% less ownership

Funds ownership: 370.37%91.43% (-279%)

Holders
1,326
Holders Change
+53
Holders Change %
+4.16%
% of All Funds
35.33%
Holding in Top 10
165
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.17%
% of All Funds
4.4%
New
129
Increased
506
Reduced
512
Closed
59
Calls
$678M
Puts
$1.1B
Net Calls
-$419M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
ANB
1101
Amarillo National Bank
Texas
$374K
AWA
1102
AmeriServ Wealth Advisors
Pennsylvania
$370K +$3.31K +50 +0.9%
SAM
1103
Security Asset Management
New York
$366K
PGIM
1104
Pacific Global Investment Management
California
$356K +$48.3K +730 +16%
VFS
1105
VSR Financial Services
Kansas
$355K -$7.87K -119 -2%
VCAM
1106
Valentine Capital Asset Management
California
$354K -$82.5K -1,248 -19%
SCM
1107
SOL Capital Management
Maryland
$347K
Verition Fund Management
1108
Verition Fund Management
Connecticut
$342K +$345K +5,225 New
HT
1109
HighTower Trust
Texas
$341K +$5.03K +76 +1%
MHS
1110
M Holdings Securities
Oregon
$340K
TIA
1111
Tiemann Investment Advisors
California
$338K +$46.3K +700 +16%
DMC
1112
Drexel Morgan & Co
Pennsylvania
$332K +$67.1K +1,015 +25%
CFA
1113
Capstone Financial Advisors
Illinois
$331K +$112K +1,697 +50%
SIM
1114
SSI Investment Management
California
$330K +$332K +5,020 New
WDA
1115
Wendell David Associates
New Hampshire
$329K
SSG
1116
Summit Securities Group
New York
$328K -$65.5K -990 -17%
RFA
1117
Reilly Financial Advisors
California
$327K +$331K +5,004 New
MIM
1118
Marco Investment Management
Georgia
$325K +$329K +4,972 New
CCM
1119
Catawba Capital Management
Virginia
$324K
TF
1120
Tompkins Financial
New York
$321K +$37.8K +572 +13%
BW
1121
Bison Wealth
Georgia
$320K +$91.7K +1,387 +39%
RCM
1122
Rotella Capital Management
Washington
$320K +$324K +4,898 New
BCM
1123
Bluefin Capital Management
New York
$316K +$320K +4,837 New
ALA
1124
Atherton Lane Advisers
California
$314K -$48.4K -732 -13%
WTB
1125
Washington Trust Bank
Washington
$314K +$105K +1,584 +49%

V Hedge Fund Activity: Q1 2015 in Review

1,326 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2015, worth a combined $118B — down 1.5% from $119B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new V positions and 59 closed out — a net gain of 70 holders — while 506 added to existing stakes and 512 trimmed.

The largest buyer was Lansdowne Partners (UK), adding an estimated $510M. The largest seller was State Street, cutting an estimated $1.24B.

  • 1,326 institutional investors held Visa (V) as of Q1 2015, up from 1,273 in Q4 2014.
  • Funds reported $118B of Visa stock for Q1 2015, down 1.5% quarter-over-quarter.
  • 129 funds opened new Visa positions in Q1 2015 and 59 closed out, a net change of +70 holders.
  • The largest Visa buyer in Q1 2015 was Lansdowne Partners (UK), an estimated $510M added.
  • The largest Visa seller in Q1 2015 was State Street, an estimated $1.24B sold.

Based on aggregated 13F filings for Q1 2015.